Merriman Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 319,392 shares of AVSU stock, worth $20.7 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

319,392

Previous 310,471 2.87%

Holding current value

$20.7 Million

Previous $20.3 Million 4.17%

% of portfolio

0.92%

Previous 0.86%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$64.29 - $69.59 $573,531 - $620,812	8,921 Added 2.87%	319,392 $21.1 Million
Q3 2024 Nov 12, 2024	BUY	$59.01 - $65.3 $648,519 - $717,647	10,990 Added 3.67%	310,471 $20.3 Million
Q2 2024 Aug 13, 2024	BUY	$57.39 - $62.24 $569,079 - $617,171	9,916 Added 3.42%	299,481 $18.5 Million
Q1 2024 May 14, 2024	BUY	$54.96 - $61.43 $369,880 - $413,423	6,730 Added 2.38%	289,565 $17.8 Million
Q4 2023 Feb 13, 2024	BUY	$47.19 - $56.42 $508,330 - $607,756	10,772 Added 3.96%	282,835 $15.9 Million
Q3 2023 Nov 13, 2023	BUY	$49.19 - $53.54 $10.6 Million - $11.5 Million	215,449 Added 380.56%	272,063 $13.5 Million
Q2 2023 Aug 14, 2023	BUY	$47.09 - $51.63 $489,736 - $536,952	10,400 Added 22.5%	56,614 $2.92 Million
Q1 2023 May 04, 2023	SELL	$45.67 - $50.71 $40,006 - $44,421	-876 Reduced 1.86%	46,214 $2.23 Million
Q4 2022 Feb 13, 2023	BUY	$42.63 - $48.93 $1.2 Million - $1.37 Million	28,087 Added 147.8%	47,090 $2.15 Million
Q3 2022 Oct 26, 2022	BUY	$42.48 - $50.98 $807,247 - $968,772	19,003 New	19,003 $807,000

Others Institutions Holding AVSU

# of Institutions

Shares Held

2.52M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSU
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Merriman Wealth Management, LLC American Centy ETF Tr Avantis Transaction History